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(For Organizations) Conducting 1-Hour Calls

How to make the most of your hour with a professional. All links in this article will open in a new tab.

Written by Paulina

So you've found the perfect match, now what? Get ready to make the most out of your 1-hour Phone Call!


Preparing for the Call

Prior to your call, it is recommended that you message your volunteer directly with the following:

  • Background information to help them understand your Organization (a link to your website, marketing materials, etc.)

  • Any materials you'd like them to review/provide feedback on

  • A meeting agenda, including your goals for the discussion

Doing a little bit of preparation in advance will ensure that you make the most of your time together on the phone!


Joining the Call

When it's time, select Join the meeting from your confirmation email, a reminder email, or your dashboard.

You'll land in a waiting room first. This is your chance to get set before anyone sees or hears you.

From the waiting room you can:

  • Confirm the meeting name, date, and time

  • See whether the other person has already joined

  • Preview your camera and check that you're happy with what's in frame

  • Choose your microphone, speaker, and camera from the dropdowns below the preview

  • Turn your microphone or camera off before you enter

When you're ready, select Join meeting.

💡Tip: Your browser will ask for permission to use your camera and microphone the first time you join. Select allow, or you won't be able to be seen or heard. Headphones help too, since they cut down on echo.


Introductions

Start your call by introducing yourself, your organization, and give a brief overview of your organization's needs. Allow your volunteer to introduce themselves as well, and what led them to apply for your call. This is a great way to start your relationship off right by building a collaborative rapport.


Discussion

Once you've given an overview of what you're looking for, give your Volunteer plenty of time on the call to ask you questions and give recommendations. Show that you're actively listening by asking follow-up questions about what they're communicating to you.  


Next Steps

Once your call has ended, you'll be asked to rate your experience with the volunteer from one to five stars. Your rating helps other organizations know who they're working with, so please be candid.

From your dashboard, you'll also be able to view the volunteer's contact information and/or message them directly so you can stay in touch! 

Tip: We suggest sending a follow-up email thanking your Volunteer for their time. We've found this can be a great step towards an ongoing relationship in which you can feel comfortable pinging them with questions from time-to-time, or asking for their help on small projects.



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